Home » Author Archive
Strategic Wealth Investment Group LLC Has $198,000 Stake in Salesforce, Inc. (NYSE:CRM)
Strategic Wealth Investment Group LLC cut its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 98.8% during the 4th quarter, HoldingsChannel reports. The firm owned 592 shares of the CRM provider’s stock after... More of this article »
Bensler LLC Acquires 16,542 Shares of VictoryShares Short-Term Bond ETF (NASDAQ:USTB)
Bensler LLC lifted its holdings in shares of VictoryShares Short-Term Bond ETF (NASDAQ:USTB – Free Report) by 8.3% during the 4th quarter, Holdings Channel reports. The firm owned 216,679 shares of the company’s stock... More of this article »
Capital Asset Advisory Services LLC Sells 1,155 Shares of Target Co. (NYSE:TGT)
Capital Asset Advisory Services LLC lessened its holdings in Target Co. (NYSE:TGT – Free Report) by 42.3% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Perigon Wealth Management LLC Raises Stock Holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)
Perigon Wealth Management LLC raised its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 2.9% during the 4th quarter, Holdings Channel reports. The fund owned 110,370 shares of the company’s... More of this article »
Research Analysts’ Weekly Ratings Changes for Planet Fitness (PLNT)
A number of firms have modified their ratings and price targets on shares of Planet Fitness (NYSE: PLNT) recently: 1/21/2025 – Planet Fitness had its “neutral” rating reaffirmed by analysts at DA Davidson. They... More of this article »
NextEra Energy Partners (NYSE:NEP) Releases Quarterly Earnings Results, Beats Expectations By $0.20 EPS
NextEra Energy Partners (NYSE:NEP – Get Free Report) issued its quarterly earnings data on Tuesday. The solar energy provider reported $0.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by... More of this article »
Landmark Wealth Management LLC Sells 78 Shares of Oracle Co. (NYSE:ORCL)
Landmark Wealth Management LLC trimmed its position in Oracle Co. (NYSE:ORCL – Free Report) by 1.1% in the 4th quarter, Holdings Channel reports. The firm owned 6,788 shares of the enterprise software provider’s stock... More of this article »
Fortress Wealth Management Inc. Buys 59,201 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)
Fortress Wealth Management Inc. boosted its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 190.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Jeppson Wealth Management LLC Has $591,000 Stock Holdings in Novartis AG (NYSE:NVS)
Jeppson Wealth Management LLC lowered its holdings in Novartis AG (NYSE:NVS – Free Report) by 4.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Revolve Wealth Partners LLC Buys 441 Shares of Consolidated Edison, Inc. (NYSE:ED)
Revolve Wealth Partners LLC increased its position in Consolidated Edison, Inc. (NYSE:ED – Free Report) by 13.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Sparta Capital (CVE:SAY) Shares Down 25% – Time to Sell?
Sparta Capital Ltd. (CVE:SAY – Get Free Report)’s stock price traded down 25% during mid-day trading on Tuesday . The stock traded as low as C$0.01 and last traded at C$0.02. 305,000 shares were traded during mid-day trading,... More of this article »
Sparta Capital (CVE:SAY) Trading Down 25% – What’s Next?
Sparta Capital Ltd. (CVE:SAY – Get Free Report)’s stock price fell 25% on Tuesday . The stock traded as low as C$0.01 and last traded at C$0.02. 305,000 shares traded hands during mid-day trading, a decline of 24% from... More of this article »
Berkshire Bank Decreases Stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Berkshire Bank decreased its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 14.8% during the fourth quarter, HoldingsChannel reports. The firm owned 7,040 shares of the company’s... More of this article »
YHB Investment Advisors Inc. Sells 748 Shares of Danaher Co. (NYSE:DHR)
YHB Investment Advisors Inc. lowered its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 0.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Boeing (NYSE:BA) Releases Earnings Results, Misses Estimates By $4.30 EPS
Boeing (NYSE:BA – Get Free Report) issued its quarterly earnings data on Tuesday. The aircraft producer reported ($5.90) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.60) by ($4.30), Zacks reports.... More of this article »
Jeppson Wealth Management LLC Invests $241,000 in Expedia Group, Inc. (NASDAQ:EXPE)
Jeppson Wealth Management LLC acquired a new stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired... More of this article »
Matrix Asset Advisors Inc. NY Purchases 2,289 Shares of NextEra Energy, Inc. (NYSE:NEE)
Matrix Asset Advisors Inc. NY boosted its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Warner Financial Inc. Purchases 1,870 Shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)
Warner Financial Inc. increased its position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 18.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 12,084... More of this article »
Cornerstone Wealth Group LLC Buys New Stake in MetLife, Inc. (NYSE:MET)
Cornerstone Wealth Group LLC purchased a new position in shares of MetLife, Inc. (NYSE:MET – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
MBE Wealth Management LLC Has $240,000 Stake in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)
MBE Wealth Management LLC increased its stake in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 4.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 4,057 shares... More of this article »
Foundations Investment Advisors LLC Has $28.46 Million Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)
Foundations Investment Advisors LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 16.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
YHB Investment Advisors Inc. Purchases 7,612 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
YHB Investment Advisors Inc. lifted its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 372.2% in the 4th quarter, Holdings Channel reports. The firm owned 9,657 shares of the company’s... More of this article »
Patrick M Sweeney & Associates Inc. Trims Stock Position in Wells Fargo & Company (NYSE:WFC)
Patrick M Sweeney & Associates Inc. lowered its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 16.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,362 shares of the financial services provider’s... More of this article »
Texas Instruments Incorporated (NASDAQ:TXN) Shares Sold by VCI Wealth Management LLC
VCI Wealth Management LLC decreased its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 13.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Acquired by Berkshire Bank
Berkshire Bank boosted its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 10.7% during the 4th quarter, HoldingsChannel reports. The fund owned 109,474 shares of the company’s stock after buying... More of this article »
Fortitude Advisory Group L.L.C. Decreases Stock Position in Honeywell International Inc. (NASDAQ:HON)
Fortitude Advisory Group L.L.C. lessened its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 8.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Northwest Financial Advisors Boosts Stock Holdings in SPDR Gold Shares (NYSEARCA:GLD)
Northwest Financial Advisors lifted its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 40.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 4,790 shares of the... More of this article »
Charter Oak Capital Management LLC Lowers Stock Holdings in iShares MSCI Canada ETF (NYSEARCA:EWC)
Charter Oak Capital Management LLC reduced its position in iShares MSCI Canada ETF (NYSEARCA:EWC – Free Report) by 2.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 11,352 shares of the exchange traded... More of this article »
Capital City Bank Group (NASDAQ:CCBG) Releases Earnings Results
Capital City Bank Group (NASDAQ:CCBG – Get Free Report) announced its quarterly earnings data on Tuesday. The financial services provider reported $0.77 earnings per share for the quarter, topping the consensus estimate of $0.70... More of this article »
Lantz Financial LLC Has $1.17 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)
Lantz Financial LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.1% during the 4th quarter, HoldingsChannel reports. The firm owned 6,150 shares of the information services provider’s stock after... More of this article »
Charter Oak Capital Management LLC Purchases New Holdings in The Allstate Co. (NYSE:ALL)
Charter Oak Capital Management LLC acquired a new position in shares of The Allstate Co. (NYSE:ALL – Free Report) in the fourth quarter, Holdings Channel reports. The fund acquired 1,221 shares of the insurance provider’s... More of this article »
Griffin Asset Management Inc. Cuts Stake in The Hershey Company (NYSE:HSY)
Griffin Asset Management Inc. decreased its position in The Hershey Company (NYSE:HSY – Free Report) by 24.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
The Progressive Co. (NYSE:PGR) Position Lifted by IRON Financial LLC
IRON Financial LLC grew its stake in shares of The Progressive Co. (NYSE:PGR – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Fortitude Advisory Group L.L.C. Reduces Stock Holdings in Zeta Global Holdings Corp. (NYSE:ZETA)
Fortitude Advisory Group L.L.C. lessened its holdings in shares of Zeta Global Holdings Corp. (NYSE:ZETA – Free Report) by 39.7% in the 4th quarter, HoldingsChannel reports. The firm owned 11,743 shares of the company’s... More of this article »
Mount Yale Investment Advisors LLC Lowers Stock Holdings in Honeywell International Inc. (NASDAQ:HON)
Mount Yale Investment Advisors LLC reduced its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 72.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 7,114 shares of the conglomerate’s... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Sold by Wetzel Investment Advisors Inc.
Wetzel Investment Advisors Inc. trimmed its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 21.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 8,427 shares of the biopharmaceutical... More of this article »
Whitcomb & Hess Inc. Has $5.27 Million Stock Holdings in iShares MSCI Brazil ETF (NYSEARCA:EWZ)
Whitcomb & Hess Inc. lowered its stake in shares of iShares MSCI Brazil ETF (NYSEARCA:EWZ – Free Report) by 11.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
B.O.S.S. Retirement Advisors LLC Has $2.57 Million Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)
B.O.S.S. Retirement Advisors LLC reduced its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 69.9% during the 4th quarter, HoldingsChannel reports. The fund owned 6,354 shares of the electric vehicle producer’s... More of this article »
LINKBANCORP (NASDAQ:LNKB) Issues Earnings Results
LINKBANCORP (NASDAQ:LNKB – Get Free Report) released its earnings results on Monday. The company reported $0.21 earnings per share for the quarter, beating the consensus estimate of $0.20 by $0.01, Zacks reports. LINKBANCORP... More of this article »
Fiserv, Inc. (NYSE:FI) Stock Position Lowered by Buffington Mohr McNeal
Buffington Mohr McNeal lowered its holdings in Fiserv, Inc. (NYSE:FI – Free Report) by 7.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Verde Servicos Internacionais S.A. Trims Stock Position in Vale S.A. (NYSE:VALE)
Verde Servicos Internacionais S.A. lessened its position in shares of Vale S.A. (NYSE:VALE – Free Report) by 90.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Purchased by FFG Retirement Advisors LLC
FFG Retirement Advisors LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Legacy Bridge LLC Buys 4,776 Shares of GE Vernova Inc. (NYSE:GEV)
Legacy Bridge LLC boosted its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 77.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 10,982 shares of the company’s stock after buying an additional... More of this article »
Mattern Wealth Management LLC Has $493,000 Stake in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC)
Mattern Wealth Management LLC trimmed its position in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) by 73.3% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Roper Technologies (NYSE:ROP) Raised to Buy at TD Cowen
Roper Technologies (NYSE:ROP – Get Free Report) was upgraded by research analysts at TD Cowen from a “hold” rating to a “buy” rating in a research note issued to investors on Tuesday,Briefing.com Automated... More of this article »
PepsiCo (PEP) to Release Quarterly Earnings on Tuesday
PepsiCo (NASDAQ:PEP – Get Free Report) is anticipated to post its quarterly earnings results before the market opens on Tuesday, February 4th. Analysts expect PepsiCo to post earnings of $1.95 per share and revenue of $27,949,072.10... More of this article »
Midway Limited (ASX:MWY) Increases Dividend to $0.38 Per Share
Midway Limited (ASX:MWY – Get Free Report) declared a interim dividend on Monday, January 27th,MarketIndexAU Dividends reports. Shareholders of record on Monday, February 17th will be given a dividend of 0.384 per share on Monday,... More of this article »
Bay Rivers Group Sells 2,182 Shares of AppLovin Co. (NASDAQ:APP)
Bay Rivers Group reduced its holdings in shares of AppLovin Co. (NASDAQ:APP – Free Report) by 63.8% during the fourth quarter, Holdings Channel reports. The fund owned 1,240 shares of the company’s stock after selling... More of this article »